Donald Yacktman's Q1 Portfolio Trends: Focus on Energy Decline, Industrials Boost

Donald Yacktman's portfolio, as of March 31, 2026, showed distinct quarterly trends, with adjustments across key holdings. The portfolio, valued at approximately $7.5 billion, reflected strategic shifts in certain sectors.

Among the top holdings, a significant increase was observed in U-Haul Holding Company (UHAL-B). The position saw a 4.51% rise in shares and a corresponding increase in value, indicating a potential confidence in the industrials sector or the company's prospects during this period. Investors can explore UHAL-B's performance and background further at this link.

Conversely, there was a substantial decrease in Canadian Natural Resources Limited (CNQ). The position experienced an 11.9% reduction in shares, leading to a notable decline in its portfolio allocation. This shift might reflect changing energy sector dynamics or internal fund strategy adjustments. For more details on CNQ, visit this link.

Other notable changes included minor adjustments in positions like Microsoft (MSFT) and Charles Schwab Corp (SCHW), which saw slight increases in shares and value, respectively. Meanwhile, holdings like Alphabet (GOOG) and PepsiCo (PEP) showed minimal changes, with less than 0.3% variation in shares. Detailed information on these and other holdings can be found by visiting their respective pages on InsiderSet.

For a comprehensive view of Donald Yacktman's investment approach and complete portfolio data, readers are encouraged to visit the dedicated investor profile at InsiderSet.